On this webinar, we explore the key differences between in-person and virtual client conversations, offering practical tips for building stronger connections online. The discussion highlights how communication barriers such as response lag and audio quality can affect client perception, and how intentional preparation can help create a smoother, more engaging virtual experience.
The session outlines essential do’s and don’ts of virtual selling, providing advisors with actionable strategies to present confidently, maintain professionalism, and foster trust through the screen. Watch the full recording to learn how to refine your virtual approach and make every client interaction more effective and impactful.